See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,738 | $71,883-60.0% | $86,677-66.8% | $68,494-58.0% |
| Participation rate | 97.2% | 72.2%+24.9pp | 76.6%+20.6pp | 67.9%+29.3pp |
| Annual return | -17.24% | 3.52%-20.8pp | 35.91%-53.1pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,037 | $2,173-52.3% | $2,836-63.4% | $2,596-60.1% |
| Participant deferral / active EE | $4,365 | $3,779+15.5% | $4,656-6.2% | $4,027+8.4% |
| Admin fee / account holder | $2,705 | $6,112-55.7% | $7,493-63.9% | $5,403-49.9% |